Deploy: Turn Your Blueprint Into Reality
Why Deploy Matters
A Plan Is Only Valuable If It Gets Built
Many businesses build beautiful plans that never make it off the page. Deploy closes that gap by turning your blueprint into real systems your team can actually use — the ones that finally eliminate chaos and inconsistency.
Deploy is where strategy becomes systems.
You have the blueprint from Design. Now we turn it into a fully configured, working CRM and tech stack — set up exactly how your business needs to operate.
No more guesswork. No more piecing things together. Just systems that work the way they were designed to — from day one.
Important: Deploy requires completion of the Design phase. We only build systems we've blueprinted, ensuring quality, efficiency, and alignment with your growth goals.
By the end of Deploy, your CRM and tools will be fully operational, tested, and ready for your team to use.
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Before You Book Deploy
Deploy requires completion of the Design phase.
Design creates the blueprint; Deploy builds it.
Haven't completed Design yet?
How We Build Your Systems
Our Deploy process transforms your Design blueprint into a fully configured, operational system — ready for your team to use.
Kickoff Call
A 30-minute session to review your Design blueprint, confirm implementation priorities, align on expectations, and finalize the delivery timeline.
Configured Tech Stack
We configure, integrate, test, and validate your CRM and tools based on your Design blueprint and selected Deploy package (see options below).
Client Portal
All configurations, setup documentation, meeting recordings, and deliverables are housed in your secure workspace — accessible anytime throughout your journey with Funnel Forward.
- Refinement & Optimization
- $8,500 CAD
- $6,375 USD
BEST FOR: Businesses with an existing CRM that needs updates based on your Design blueprint
- Choose This Package
- WHAT WE REFINE:
- Audit existing setup vs. Design blueprint
- Update user permissions (as needed)
- Add/modify properties & data fields
- Refine lifecycle stages & pipelines
- Update or add internal and external workflow automations where gaps exist (pipeline progression, email copy, sequences, and follow-up cadences)
- Refine or create new dashboards & reports
- Full testing & validation
- Team orientation session (60 min)
- Executive debrief call
- Choose This Package
- PAYMENT OPTIONS: 1. Accelerated Path - Lump sum upfront (3-4 week delivery), or 2. Retainer Path - Monthly billing over 2 months (2-month delivery)
- Industry-Specific CRM — Full Build
- $12,500 CAD
- $9,375 USD
- BEST FOR: Businesses starting fresh with an industry-specific CRM (contractor software, trade-specific platforms)
- Choose This Package
- WHAT WE BUILD:
- User access & permissions
- Properties, data fields, and Data Dictionary
- Lifecycle stages & pipeline setup
- Internal workflow automations (record movement, owner assignment, SLAs)
- External workflow automations (email copy, sequences, and follow-up cadences)
- Dashboards & reporting (3-5 dashboards with key metrics)
- Integrations (2-3 core tools)
- Full testing & validation
- Team orientation session (60 min)
- Executive debrief call
- Choose This Package
- PAYMENT OPTIONS: 1. Accelerated Path - Lump sum upfront (4-6 week delivery), or 2. Retainer Path - Monthly billing over 3 months (3-month delivery)
- Custom CRM — Full Build
- $18,000 CAD
- $13,500 USD
BEST FOR: Businesses starting fresh with a highly customizable CRM (HubSpot, Salesforce, Pipedrive, etc.)
- Choose This Package
- WHAT WE BUILD:
- Everything in Package 2, PLUS:
- Advanced workflow automation with custom logic
- Extended integrations (4-6 tools)
- Deeper testing & validation (more complexity = more QA)
- Choose This Package
- PAYMENT OPTIONS: 1. Accelerated Path - Lump sum upfront (6-8 week delivery), or 2. Retainer Path - Monthly billing over 4 months (4-month delivery)
Customize Your Deploy Package
CPQ System Setup & Enablement
Configure your quote-building system so your team can generate accurate, professional quotes quickly.
- Basic: $2,000 CAD / $1,500 USD — Simple catalog and quote setup
- Standard: $3,500 CAD / $2,625 USD — Catalog + tiered pricing, discounts, workflows
- Advanced: $5,000+ CAD / $3,750+ USD — Complex pricing logic, multi-currency, deep integrations
Function-Specific Training Sessions
90-minute tailored training for Marketing, Sales, or Operations teams on how to use the configured systems.
$750 CAD / $563 USD per session
(Note: Comprehensive team enablement and documentation are included in the Drive phase)
A Fully Operational System — Not Just a Setup
Configured CRM & Tech Stack
Your CRM and integrated tools are fully set up based on your Design blueprint:
▫️Users can log in and start working
▫️Workflows automate key tasks and follow-ups
▫️Dashboards show real-time performance
▫️Data flows cleanly between systems
▫️Everything is tested and validated
Executive Debrief Call
A 60-minute session with leadership to:
▫️Review the deployed systems in detail ahead of team orientation
▫️Discuss adoption strategies and governance
▫️Align on accountability and ownership
▫️Answer questions and address concerns
▫️Confirm readiness for Drive phase (if applicable)
Team Orientation Session
A 60-minute walkthrough for your team (and leadership) covering:
▫️How the system is structured
▫️Key workflows and automations
▫️Where to find reports and dashboards
▫️How to use core features
▫️Q&A and next steps
What Makes Our Deploy Different
Built Right the First Time
Most CRM implementations fail because they're built without a clear plan, rushed to "just get something working," or handed off to someone who doesn't understand your business.
We don't do that.
Every Deploy starts with your Design blueprint — which means we're building exactly what your business needs, not guessing or copying templates.
What makes it different:
✅ Blueprint-driven — We build what was designed, not what feels right in the moment
✅ Tested thoroughly — Every workflow, automation, and integration is validated before handoff
✅ Built for your team — Systems are configured for how your business actually operates
✅ No surprises — You know exactly what's being built and when it'll be ready
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Is Deploy Right for Your Business?
Deploy is ideal if:
✅ You've completed the Design phase and have a blueprint ready to implement
✅ You want your systems built correctly — not rushed or cobbled together
✅ You don't have the time, technical know-how, or bandwidth to configure systems yourself
✅ You want to focus on running your business while we build the foundation
✅ You're doing $750k–$5M in revenue and ready to operationalize growth
Not sure if you're ready?
Start with Discovery to diagnose what's broken, then Design to blueprint the fix.
Your Path Forward After Deploy
Once Deploy is complete, your systems are built and operational. From there, you have two options:
Move into Drive (Recommended)
Now that your systems are built, we'll create comprehensive documentation and train your team so they know exactly how to use them. Drive ensures adoption, consistency, and long-term success.
Launch on Your Own
No pressure. No hard sell.
Deploy gives you operational systems regardless of what you choose to do next.
What Comes Next
Once Deploy is complete, your CRM and tools are fully operational and tested — ready for your team to use.
From there:
▫️Drive — We create documentation and train your team for strong adoption
▫️Launch on your own — Your systems are ready, and you have the orientation session for reference
Next up: 👉 Drive — Train Your Team & Document Your Systems
Ready to Build Your Systems?
If you've completed Design and have your blueprint, it's time to turn it into reality.
Get systems that are configured correctly, tested thoroughly, and ready for your team to use.